Stuart Upson
Co-President of Brookfield's Infrastructure Group and Global Head of Strategy, leading Brookfield's AI infrastructure investment strategy and overseeing large-scale renewable and nuclear energy and data center investments.
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Mar 13, 2026 • 32min
Weekend Edition: Brookfield's Upson on AI's $7 trillion opportunity
Stuart Upson, Co-President of Brookfield Infrastructure and global AI strategy lead, oversees renewable, nuclear and data center investments. He discusses AI as a technological flywheel and a $7 trillion, decade-long infrastructure opportunity. He covers the shift from data centers to AI compute and data factories, why energy is the key bottleneck, and how large-scale partnerships and contracts de-risk this buildout.
